Our Story

Solutions Atlantic

Was founded in 1998 as a boutique provider of technology consulting services to the financial services industry. Possessing an excellent grasp of technology and financial services – a combination essential to the success of investment systems – Solutions Atlantic drew upon the best of both disciplines, providing dozens of unique, successful solutions that enabled companies to rapidly improve productivity and exploit emerging technology.

In 2001, Solutions Atlantic recognized the need for a key component in the systems portfolio of modern institutional investors and introduced the Regulatory Reporting System (RRS) – a software product which produces and manages global Shareholding Disclosure reporting for all key jurisdictions.

Today, we are emerging as the preeminent provider of regulatory reporting and compliance products and systems throughout the world.

Our Executive Team

Mitch Greess

Mitch Greess

Co-Founder & CEO

With an exceptional dual grasp of financial markets and complex technology systems, Mitch laid the essential foundation for Solutions Atlantic and the Regulatory Reporting System (RRS). His hands-on leadership continues to drive our technical innovation and ensures the preeminent global standing of our regulatory solutions.

David Vogel

David Vogel

Business Adviser

Leveraging over 25 years in private equity and venture capital, David provides critical strategic foresight. As a founding partner at Kayon Partners and Velocity Equity Partners, his business acumen is instrumental in forging pivotal partnerships and accelerating Solutions Atlantic's expansion.

Anna Monteiro

Anna Monteiro

Product & Business Leader

Anna's core mission is to elevate the client experience. She is singularly focused on capturing the "Voice of the Customer" to directly inform our development roadmap, ensuring our products anticipate market needs and accelerate revenue through superior, user-centric design.

A Talented Team with a Proven Track Record

Solutions Atlantic offers a seasoned team of analysts, managers and technologists with extensive experience within the financial services industry, distributed IT environments and large-scale project management. Each staff member has over 15 years experience in multiple aspects of the RRS product implementation – business requirements, data analysis, technology and project management.

Solutions Atlantic provides a highly experienced, nimble and innovative professional services capability to address your shareholding disclosure compliance needs.